Bitcoin Flows Are Rising, Is Macro Catching Up?

Why capital is rotating into Bitcoin despite short-term uncertainty

The trade war, sticky inflation, and the impact of tariffs are all creating uncertainty about the US economy’s trajectory over the next few quarters.

But if we zoom out, there are longer-term macro trends we can’t ignore.

Global liquidity is ticking up again. The Fed is signalling the end of balance sheet runoff. And Bitcoin ETF flows have flipped back into positive territory.

That might be exactly what some investors are reacting to. Instead of getting stuck in the short-term noise, they’re positioning early for the next phase.

Let’s dig into the data.

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Bitcoin Flows Are Rising, Is the Macro Catching Up?

The Takeaway

Bitcoin is attracting capital again while flows into gold and equities slow.

Investors may be positioning ahead of a macro shift, with the Fed pausing, bond markets pricing in cuts, and global liquidity rising.